Story 1
Bob had a __% guaranteed fixed rate.
Left it alone!
Story 2
Lena just retired needed $____ per month. She was pulling this from her fixed annuity. It was dwindling down.
Story 3
Dann had a [company, product] _____. These were the fees:
_____
____
____
He did not need to pull $ from it.
We helped him get an Allianz _____. (He already had a ____ which we did not touch because _____).